New internal investigation

When you start a new internal investigation, you first have to define research questions and determine the scope of the investigation. Once this has been done, you can start to collect the data and create a new matter in ZyLAB ONE.

Note: Depending on the permissions you have received, you may not be able to create a matter.


Instructions

  1. Go to the Select Matter page via     orand click
    The Create Matter screen appears.
  2. Define a Matter Name.
  3. Select a Matter template.
    The Matter template describes a set of features and behaviors. For example, the fields (columns) that are displayed in the Document List, the tags that are shown in Document View, the language of the user interface and a set of auto-classification rules. Most of these predefined settings can be adjusted after matter creation.  

    • Internal Investigation: Default template for Internal Investigation matters in EU.

    • Corporate Investigation: Default template for Corporate Investigation matters in EU.

    • Litigation_EU: Default template for Litigation matters in EU. Differences with the Litigation US template are: Display Names for Potentially Relevant/ Potentially Responsive, Relevant/ Responsive and Not Relevant /Not Responsive.

    • Litigation_US: Default template for Litigation matters in US.

    • FOIA_US: Default template for the US, for the Freedom of Information Act use case.

    • Wob: Default template for the Netherlands, for the Wet openbaarheid van bestuur.

    • Woo_actief: Default template for the Netherlands, for the Wet open overheid:

      Proactively making information public in phases.

    • Woo_passief: Default template for the Netherlands, for the Wet open overheid:

      Providing information on request.

    • eDiscovery_EU: Generic template for eDiscovery in EU. Differences with the eDiscovery US template are: certain auto-classification rules for PII and a few Display Names for the Tags (Responsive - Relevant, Issue - Motivation).

    • eDiscovery_US: Generic template for eDiscovery in US.

  4. When creating an Internal Investigation, select Matter template: Internal Investigation.
  5. Select a Processing Rule.
    The Processing Rules define how your data will be processed. For example, you can choose to OCR (Optical Character Recognition) your data or not. Please note that you cannot switch to another set of processing rules after matter creation. If you want to process your data differently, you need to create a new matter.
    • Deduplication_NoOCR
      Data will be processed without OCR.
    • Deduplication_NoOCR_AudioSearch
      Data will be processed without OCR and with Audio Search.
    • Deduplication_OCR
      Data will be processed with OCR.
    • Deduplication_OCR_AudioSearch
      Data will be processed with OCR and Audio Search.
    • NoDeduplication_NoOCR
      Data will be processed without OCR and Deduplication.
    • NoDeduplication_NoOCR_AudioSearch
      Data will be processed without OCR and Deduplication, but with Audio Search.
    • NoDeduplication_OCR
      Data will be processed with OCR but without Deduplication.
    • NoDeduplication_OCR_AudioSearch
      Data will be processed with OCR and Audio Search, but without Deduplication.
  6. Click Save.
  7. Open your newly created matter from the Select Matter screen. 
    Note: New matters are always displayed in the top left corner as matters are sorted on last created date.